Q3 2023 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2023-11-14 · accession 0000950123-23-010475
$334.0M
Reported value
22
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $132.3M | 39.6% | 5,834,481 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $23.7M | 7.10% | 53,944 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $20.5M | 6.15% | 273,431 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $15.6M | 4.67% | 147,255 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $14.2M | 4.25% | 127,952 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $13.5M | 4.03% | 1,379,507 | Common | SOLE |
| 00507V109 | AIY | ACTIVISION BLIZZARD INC | $10.0M | 2.99% | 106,523 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $9.8M | 2.92% | 73,989 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $9.6M | 2.87% | 31,931 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.6M | 2.86% | 27,284 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $9.4M | 2.83% | 29,893 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.4M | 2.82% | 21,683 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $9.4M | 2.80% | 46,188 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $9.3M | 2.79% | 54,413 | Common | SOLE |
| 92826C839 | V | VISA INC | $9.3M | 2.77% | 40,295 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $8.9M | 2.67% | 70,162 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $7.8M | 2.35% | 6,190 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $5.0M | 1.48% | 161,176 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $2.8M | 0.84% | 20,236 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $2.8M | 0.82% | 63,536 | Common | SOLE |
| 91854V107 | — | VACASA INC | $1.2M | 0.35% | 2,529,849 | Common | SOLE |
| N97284108 | NBIS | YANDEX N V | $0 | — | 95,488 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.